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Automatically qualify LeadMagic leads and create Close CRM contacts without manual data entry. Latenode's visual editor makes it easy to customize the lead nurturing workflow, while affordable execution-based pricing helps scaling.
Connect LeadMagic and Close CRM in minutes with Latenode.
Create LeadMagic to Close CRM workflow
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Create a New Scenario to Connect LeadMagic and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Close CRM will be your first step. To do this, click "Choose an app," find LeadMagic or Close CRM, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
LeadMagic
Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the LeadMagic node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
LeadMagic
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the LeadMagic and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the LeadMagic and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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LeadMagic
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LeadMagic, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the LeadMagic and Close CRM integration works as expected. Depending on your setup, data should flow between LeadMagic and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LeadMagic + Close CRM + Slack: When a new lead is captured in LeadMagic, it is added to Close CRM, and a message is sent to a designated Slack channel to notify the team.
Close CRM + LeadMagic + Google Sheets: When a lead's status is changed in Close CRM, LeadMagic enriches the lead's information, and the updated data is saved to a Google Sheet.
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my LeadMagic account to Close CRM using Latenode?
To connect your LeadMagic account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM contacts from new LeadMagic leads?
Yes, you can! Latenode lets you automate contact updates, ensuring your CRM is always current. Benefit from streamlined data and improved sales efficiency by instantly reflecting lead changes.
What types of tasks can I perform by integrating LeadMagic with Close CRM?
Integrating LeadMagic with Close CRM allows you to perform various tasks, including:
How do I handle duplicate leads between LeadMagic and Close CRM?
Latenode’s advanced logic blocks let you implement deduplication rules. Avoid clutter and ensure data accuracy with automated checks.
Are there any limitations to the LeadMagic and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: